UNest is an app democratizing access to smart financial solutions for all families. It helps parents build a better financial future for their children. In five minutes, you can open a UTMA account for your child and no paperwork is required. All members receive access to advisor-guided investment plans, the app’s simple gifting feature, UNest Rewards and they can easily set up recurring contributions.
True Link is a diversified financial services firm dedicated to protecting and increasing our customers’ independence and quality of life. True Link provides greater independence and autonomy to people who are at financial risk when engaging with the world.
Ethos Life is an online platform that simplifies the process of purchasing life insurance, including term life, whole life, and critical illness insurance. It offers an easy-to-use digital interface for applying and obtaining policies quickly, often without the need for medical exams. Ethos uses data and technology to provide personalized coverage options and competitive pricing. The company’s mission is to make life insurance accessible, affordable, and straightforward for everyone.
Symend’s science-driven digital engagement platform enables service providers and financial institutions to better engage their at-risk customers with empathy, contributing to the dignity and welfare of individuals while building lifelong value for the company and the brand.
Stash is pioneering the future of personal finance with the first financial subscription that helps people create better lives. From budgeting to saving for retirement, Stash unites banking, investing, and advice all in one app that has helped more than
5M people reach their financial goals and make progress towards financial freedom.
Longevity Card is a banking application developer intended to help manage money
and health, together. Their application provides financial products, personalized health tips and recommendations from your personal AI longevity advisor, reward points that can be redeemed to buy products within the marketplace ecosystem, thereby enabling users to remain high functioning and financially stable throughout their lives.
Opurtun is a finance app that analyzes your spending habits and automatically saves the perfect amount every day.
Catch handles all of it so you don’t have to. Whether you work for yourself or have a few side gigs, you still need tax withholding, time off, retirement, and health insurance. Catch can help you get squared away. Choose your benefits, link your bank, then set aside a percentage of each paycheck. It’s that simple.
Acorns is a finance company that allows individuals to round up purchases and automatically invest the change. It allows customers to automatically invest in a low-cost, diversified portfolio of exchange- traded funds offered by some asset managers including Vanguard and BlackRock.
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